Category
Compliance
- September 17, 2026
Law Firm Trust Accounting in 2026: IOLTA Rules, the 7 Ways Small Firms Get Disciplined, and the System That Prevents It
Most trust-account discipline is not theft, it is sloppiness. A 2026 field guide to IOLTA and attorney trust accounting for solo and small firms: what ABA Model Rule 1.15 requires, the seven mistakes that turn a bookkeeping slip into a bar complaint, how three-way reconciliation works, the client-communication cascade you can steal, and how to run the whole system when you are too busy to think about it.
- September 12, 2026
Can Law Firms Text Clients and Use AI Chatbots? The 2026 Compliance Guide
Law firms can text clients and use AI chatbots to book consultations, but only inside a specific set of rules. A 2026 field guide to TCPA consent, A2P 10DLC registration, AI chatbot disclosure, and the ABA and state bar advertising rules that turn a sloppy marketing setup into a discipline problem.